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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,442 | $165,361-90.1% | $149,715-89.0% | $158,950-89.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,081 | $5,103-78.8% | $4,645-76.7% | $4,762-77.3% |
| Participant deferral / active EE | $7,943 | $7,182+10.6% | $6,842+16.1% | $5,983+32.8% |
| Admin fee / account holder | $7 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |